Faculty:
Jarret Topel

Jarret Topel, CFP, MSFP

Title(s):

Adjunct Progessor

School(s):

Campus(es):

San Francisco, Online

415-442-6500

With more than 15 years of experience in the financial services industry, Jarrett
brings a vast wealth of knowledge and expertise in delivering personalized financial
consulting and investment management strategies to clients.
Prior to co-founding Topel & DiStasi Wealth Management, Jarrett worked in various
capacities in the financial services industry, giving him a broad perspective of the
complex issues clients face today. He began his professional career at Smith Barney
in 1994, then moved on to tax consulting and tax preparation work for a small boutique
firm, ConsulTax, in Oakland, CA. Jarrett joined American Express Financial Advisors
in 1999, and started his own firm as a franchisee of American Express Financial Advisors
in 2003. Later that year, Jarrett earned his CERTIFIED FINANCIAL PLANNER designation
(CFP) and, since then, has continued to expand his knowledge base and skills set through
continuing education and the attainment of advanced degrees and professional designations.
Jarrett has taught financial planning and investment management classes for the University
of Phoenix, as well as at many local community centers and public libraries.

EDUCATION

MS (financial planning), Golden Gate University

Certificate in Personal Financial Planning, University of California Berkeley

BS (business administration - finance), San Francisco State University